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Stefan Pereira faria

Ashton Thomas Private Wealth

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About Stefan Pereira faria

Stefan Pereira faria is a financial advisor at Ashton Thomas Private Wealth, a registered investment advisor with the SEC. Stefan has been in the financial industry since August 2022. Stefan is licensed in Texas and holds the Series 66, Series 7TO and SIE licenses. Stefan previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC in Midland, TX. Stefan has a degree from the University of Texas of the Permian Basin. In addition to being a financial advisor, Stefan also owns MSP FAMILY1 LLC, an Amazon e-commerce store.

Firm Information

Stefan Pereira faria is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stefan Pereira faria’s Registration & Firm History

TX

05/28/2024 - Present

Ashton Thomas Private Wealth (Midland TX)

TX

08/30/2022 - 06/07/2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MIDLAND TX)

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Licenses & Designations

BOTH

Issued 11/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stefan Pereira faria.
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